FFA
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Farther Finance Advisors’s Essential Utilities WTRG Stock Holding History

Farther Finance Advisors’s Portfolio WTRG Stock Details WTRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$731K Buy
18,642
+2,202
+13% +$88.3K 0.01% 1323
2026
Q2 		$630K Sell
16,440
-2,292
-12% -$87.5K ﹤0.01% 1385
2026
Q1 		$761K Buy
18,732
+2,992
+19% +$118K 0.01% 1144
2025
Q4 		$604K Buy
15,740
+4,351
+38% +$171K 0.01% 1185
2025
Q3 		$454K Buy
11,389
+4,481
+65% +$171K 0.01% 1128
2025
Q2 		$257K Buy
6,908
+3,660
+113% +$143K 0.01% 1266
2025
Q1 		$128K Buy
3,248
+2,234
+220% +$82K ﹤0.01% 1419
2024
Q4 		$36.8K Sell
1,014
-135
-12% -$5.24K ﹤0.01% 1807
2024
Q3 		$44.3K Buy
1,149
+515
+81% +$20.2K ﹤0.01% 1718
2024
Q2 		$23.5K Buy
634
+230
+57% +$8.53K ﹤0.01% 1730
2024
Q1 		$14.9K Sell
404
-24
-6% -$870 ﹤0.01% 1594
2023
Q4 		$16K Buy
428
+356
+494% +$12.4K ﹤0.01% 1407
2023
Q3 		$2.47K Buy
72
+53
+279% +$2.05K ﹤0.01% 1775
2023
Q2 		$758 Sell
19
-37
-66% -$1.55K ﹤0.01% 2044
2023
Q1 		$2.44K Buy
56
+44
+367% +$1.99K ﹤0.01% 1567
2022
Q4 		$573 Buy
+12
New +$543 ﹤0.01% 1807

Other funds holding WTRG

TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
PBK
Peoples Bank (Kansas) Pratt, Kansas $103M AUM 16.02% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors's WTRG Position: Q3 2026 in Review

Farther Finance Advisors increased its Essential Utilities (WTRG) stake by 13% in Q3 2026, buying an estimated $88.3K and bringing the position to 18,642 shares worth $731K. The position accounts for 0.01% of the portfolio, ranked #1323.

Farther Finance Advisors first reported a position in WTRG in Q4 2022 and has held it in 16 quarters since. The position peaked at $761K in Q1 2026. 30 funds tracked by Wall St. Rank hold WTRG as of Q3 2026.

  • Farther Finance Advisors held 18,642 shares of Essential Utilities worth $731K as of Q3 2026.
  • Farther Finance Advisors bought 2,202 Essential Utilities shares in Q3 2026, an estimated $88.3K.
  • Essential Utilities made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1323 holding.
  • Farther Finance Advisors first reported a position in Essential Utilities in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's Essential Utilities position peaked at $761K in Q1 2026.
  • 30 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.